Diversified Portfolios Inc’s SPDR Gold Trust GLD Stock Holding History

Diversified Portfolios Inc’s Portfolio GLD Stock Details GLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$303K	Sell	704 -24	-3%	-$10.7K	0.02%	151
2025 Q4	$289K	Hold	728	–	–	0.02%	152
2025 Q3	$259K	Hold	728	–	–	0.02%	149
2025 Q2	$222K	Buy	+728	New	+$220K	0.02%	153
2015 Q4	–	Sell	-3,174	Closed	-$339K	–	52
2015 Q3	$339K	Hold	3,174	–	–	0.22%	33
2015 Q2	$337K	Hold	3,174	–	–	0.21%	34
2015 Q1	$361K	Hold	3,174	–	–	0.23%	34
2014 Q4	$361K	Buy	+3,174	New	+$366K	0.21%	51

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Diversified Portfolios Inc's GLD Position: Q1 2026 in Review

Diversified Portfolios Inc reduced its SPDR Gold Trust (GLD) stake by 3.3% in Q1 2026, selling an estimated $10.7K and leaving 704 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #151.

Diversified Portfolios Inc first reported a position in GLD in Q4 2014 and has held it in 8 quarters since. The position peaked at $361K in Q1 2015. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Diversified Portfolios Inc held 704 shares of SPDR Gold Trust worth $303K as of Q1 2026.
Diversified Portfolios Inc sold 24 SPDR Gold Trust shares in Q1 2026, an estimated $10.7K.
SPDR Gold Trust made up 0.02% of Diversified Portfolios Inc's portfolio in Q1 2026, its #151 holding.
Diversified Portfolios Inc first reported a position in SPDR Gold Trust in Q4 2014 and has held it in 8 quarters since.
Diversified Portfolios Inc's SPDR Gold Trust position peaked at $361K in Q1 2015.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.